Client Login

Experience
Working For You.

Insights

Stay informed and on top of your finances with valuable insights, financial news and helpful tips that will bring a fresh inspiration towards growing your wealth.

Government Benefits (CPP, OAS, GIS)

Federal Budget 2021 update

Monday afternoon the Federal government released its 2021 Federal Budget: A recovery plan for Jobs, Growth and Resilience – outlining its policies to continue the fight against COVID-19 and to “build back better”. The program spending and tax measures announced are...

read more

Creating a Retirement Income Plan

For those of us who will need to live off the assets we have accumulated over our working years, one of the most important milestones occurs when we start converting our savings into income. In our view, for most people this is the most important crossroad in their...

read more

Learn About Investing

C

Download your copy for free today!

Get Our Guide

It is our strong belief that to be successful in reaching your goals it is necessary to have a plan in place and to follow a process. That is, to make your life and financial decisions not by accident but by design.

Remember, successful people ACT towards the future they want!

Recent Posts

“Comparison is the Thief of Joy”

As you (hopefully) find time for relaxation in the last few weeks of summer, we wanted to leave you with some food for thought and a timeless reminder of successful long-term investing: ...

read more
View Articles

Our Clients

Their honesty and customer service is right up there, with the knowledge and recommendations on where investments should be made. When it’s time for a change Tim is always honest with us on where any changes should be made.

Janet McDonald

To me, it is their personalized service. When something happens, you can go in and discuss your options. The whole team knows your plans, listens to your needs, and can help you make adjustments.

Richard Dumoulin

They are very courteous, friendly and find them very professional. They are good at taking care of time sensitive matters and you get a general sense of being taken care of.

Ginny Blair

The fact they take time to discuss with you their knowledge base, they give you all the options then give you their opinion and let YOU make the final decision.

Elisabeth 

Their integrity and 1-on-1 communication skills, always personable. Tim and his team make you feel comfortable no matter how much you are investing.

James